As 2017 draws to a close, it will be four years that I’ve been President & CEO of CWB McLean & Partners. As we’re half-way through the last month of the year, this strikes me as a good time to reflect on the past, share the present, and look to the future.
It is ingrained in an investor's psyche that betting on emerging markets underperforming was a sure bet. We believe, however, that now is the time for EM underperformance to end.
With 97% of the world's stock trading on non-Canadian exchanges, we strongly believe these investors are missing a lot of opportunity.
Emmanuel Macron made history on Sunday, May 7th, becoming the youngest president of France. We discuss our investment position leading up to the French elections and what we're looking at next.
Investors rarely discuss the difficulty in selling a stock. We discuss our journey with Home Capital Group.
Canadian banks have been stellar performers over the last 14 years, however, some factors are working against the banks, which we believe will negatively impact the banks' performance and create volatility for this investment in 2017 and beyond.
Major market misperceptions and misunderstandings leave Chinese banks seriously undervalued. This blog goes beyond the headlines to seek the truth about the Chinese banks and why we believe the risk/reward is firmly skewed to the upside.
Given the decline of the Canadian dollar and rebound of U.S. real estate prices over the last few years, you may be reconsidering your U.S. real estate investment. We partnered with Moodys Gartner Tax Law on this blog on what important considerations before selling your U.S. real estate property.
With the TSX being the second best performing market this year and the recovery in commodity-oriented sectors in Canada coming quicker than expected, we are seeing opportunities in non-commodity sectors that have largely been ignored by the market due to investors focusing on the rally in commodity stocks.
With the Brexit vote a week away, markets have already begun reacting to their fear of uncertainty. In this blog, we discuss what we do know about the Brexit and how we're positioned for it.